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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,803 | $110,137+26.9% | $161,149-13.2% | $82,637+69.2% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 16.99% | 20.69%-3.7pp | 21.16%-4.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,933 | $2,856-32.3% | $4,360-55.7% | $2,552-24.2% |
| Participant deferral / active EE | $4,059 | $4,575-11.3% | $6,153-34.0% | $4,126-1.6% |
| Admin fee / account holder | $22,704 | $9,467+139.8% | $15,194+49.4% | $7,339+209.4% |